Question

When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from a custom object?

  • 24 March 2016
  • 3 replies
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Userlevel 1
When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from other objects like a custom object?

3 replies

Userlevel 5
Hi Tyler,

Right now we can pull token values only from account and customer info object. Are there any specific object's that you're looking to add tokens from?

Thanks!
Userlevel 1
Thanks for the quick response, Sumesh. Ideally, we'd be able to pull from any object. In this case, the data I'd be adding is from a custom object. Thanks for the feedback; we'll continue investigating alternative solutions.
Userlevel 2
Is it possible to pull either the Success Plan creation date or the Export date in as a token?

(I noticed an example slide in the Success Snapshot documentation had a presentation date listed in the template. But that wouldn't make sense in a template unless it was token-able.)

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